Personal Banking Relationship Advisor

BMO Harris Bank; Vallejo (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Vallejo, CA seeks an enthusiastic Retail Banking Associate to deliver exceptional service, identify customer needs, and guide them to appropriate financial solutions.

You will engage with customers to perform needs assessments, advise on everyday banking, investments, lending, home financing, and small business solutions, while maintaining regulatory compliance and a personal customer experience.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree or equivalent.
• Knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.

Responsibilities

• Deliver needs-based assessments to grow loyalty and opportunities.
• Engage customers to identify financial solutions and preferred channels.
• Advise on banking, investments, lending, and home financing.
• Promote digital and self-serve options to simplify banking.
• Collaborate with branch and partners to meet business goals.

Skills

Needs assessment

Customer engagement

Sales experience

Financial guidance

Regulatory compliance

Education

Post-secondary degree in related field

Tools

Online banking platforms

Job description

BMO Harris Bank in Vallejo, CA seeks an enthusiastic Retail Banking Associate to deliver exceptional service, identify customer needs, and guide them to appropriate financial solutions.

You will engage with customers to perform needs assessments, advise on everyday banking, investments, lending, home financing, and small business solutions, while maintaining regulatory compliance and a personal customer experience.